Henson-Edgewater Management, LLC: 13F holdings
CIK 21156312026Q2
| Positions | 66 |
|---|---|
| Reported value | $192.0m |
| Filed | 2026-08-18 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 81,809 | $24.7m | 12.9% |
| PLTR PALANTIR TECHNOLOGIES INC | 82,086 | $14.0m | 7.3% |
| BAC BANK AMERICA CORP | 182,474 | $11.8m | 6.2% |
| AMD ADVANCED MICRO DEVICES INC | 22,919 | $11.1m | 5.8% |
| AMZN AMAZON COM INC | 40,763 | $10.9m | 5.7% |
| GOOG ALPHABET INC | 29,901 | $10.2m | 5.3% |
| MSFT MICROSOFT CORP | 19,151 | $9.4m | 4.9% |
| META META PLATFORMS INC | 12,590 | $7.3m | 3.8% |
| WMT WALMART INC | 58,824 | $6.8m | 3.6% |
| MU MICRON TECHNOLOGY INC | 7,348 | $6.7m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2115631")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.